CRM

Hein_Aggenbag
Participant

Filter "closed - lost" deals to see associated Contact email address

SOLVE

Hi,

Is there a way I can Filter all my "closed - lost" Deals to see associated Contact email addresses?

My goal is to send all the Lost Deals an email sequence.

Currently, I am unable to associate the Contact email address with the Deals.

1 Accepted solution
MFrankJohnson
Solution
Thought Leader

Filter "closed - lost" deals to see associated Contact email address

SOLVE

Build a HubSpot Smart List and use it as your source for contacts in your email send.

- see image

 

HubSpot Smart List - Contacts With Deal Stage Closed LostHubSpot Smart List - Contacts With Deal Stage Closed Lost

 

 

Note: Please search for recent posts as HubSpot evolves to be the #1 CRM platform of choice world-wide.

 

Hope that helps.

 

Be well,
Frank


www.mfrankjohnson.com

View solution in original post

0 Upvotes
8 Replies 8
MFrankJohnson
Solution
Thought Leader

Filter "closed - lost" deals to see associated Contact email address

SOLVE

Build a HubSpot Smart List and use it as your source for contacts in your email send.

- see image

 

HubSpot Smart List - Contacts With Deal Stage Closed LostHubSpot Smart List - Contacts With Deal Stage Closed Lost

 

 

Note: Please search for recent posts as HubSpot evolves to be the #1 CRM platform of choice world-wide.

 

Hope that helps.

 

Be well,
Frank


www.mfrankjohnson.com
0 Upvotes
Hein_Aggenbag
Participant

Filter "closed - lost" deals to see associated Contact email address

SOLVE

Thanks,

I do not have this property in filters. How do I get deal stages on client properties? I'm not sure how to do this...

 

Thanks!

0 Upvotes
MFrankJohnson
Thought Leader

Filter "closed - lost" deals to see associated Contact email address

SOLVE

Email addresses for contacts aren't stored in Deals. In order to bridge that gap you'll want to use a HubSpot Smart List (shown above).

 

 

Note: Please search for recent posts as HubSpot evolves to be the #1 CRM platform of choice world-wide.

 

Hope that helps.

 

Be well,
Frank


www.mfrankjohnson.com
0 Upvotes
Hein_Aggenbag
Participant

Filter "closed - lost" deals to see associated Contact email address

SOLVE

Thanks,

Unfortunately, I do not have the Marketing Starter package, only sales hub starter.

 

Is there any workaround? 

0 Upvotes
MFrankJohnson
Thought Leader

Filter "closed - lost" deals to see associated Contact email address

SOLVE

>>Workaround?

Sort of. It's a bit clunky, requires more expertise, and is not 100% foolproof ...

-1- Create a custom contact property -- e.g., 'Deal Stage'
-2- Build a workflow to enroll all contacts with associated Deals in "Closed lost" deal stage
-3- In your workflow, set custom contact property (Deal Stage) to "Closed lost"
-4- Filter your contact view on the custom contact property (Deal Stage)
-5- Email as desired

 

Unfortunately, this method will include all contacts associated with ANY Deals in "Closed lost" deal stage even of those contacts were later associated with a Closed Won deal. (Again, not 100% foolproof)

 

Note: Please search for recent posts as HubSpot evolves to be the #1 CRM platform of choice world-wide.

 

Hope that helps.

 

Be well,
Frank


www.mfrankjohnson.com
0 Upvotes
Hein_Aggenbag
Participant

Filter "closed - lost" deals to see associated Contact email address

SOLVE

What I have done is add a property to deals called "Email"
It will take time to populate all the old "Closed - Lost" deals, but going forward I will be able to export all the email addresses for a target remarketing campaign. 

 

Thanks anyway.

0 Upvotes
MFrankJohnson
Thought Leader

Filter "closed - lost" deals to see associated Contact email address

SOLVE

Understood. However, adding an email address custom deal property to Deals will not permit you to email from within HubSpot.

 

Good luck on your project.

 

Note: Please search for recent posts as HubSpot evolves to be the #1 CRM platform of choice world-wide.

 

Hope that helps.

 

Be well,
Frank


www.mfrankjohnson.com
0 Upvotes
Hein_Aggenbag
Participant

Filter "closed - lost" deals to see associated Contact email address

SOLVE

Thanks,

I only need the emails when I filter all the lost clients for the month for various ads.

 

All of the best and thanks for the input.

0 Upvotes